{"id":8600,"date":"2022-08-17T12:43:58","date_gmt":"2022-08-17T16:43:58","guid":{"rendered":"https:\/\/sproutvideo.com\/blog\/?p=8600"},"modified":"2026-02-26T13:41:10","modified_gmt":"2026-02-26T18:41:10","slug":"10-essential-planning-documents-for-video-production","status":"publish","type":"post","link":"https:\/\/sproutvideo.com\/blog\/10-essential-planning-documents-for-video-production.html","title":{"rendered":"10 Essential Planning Documents for Video Production"},"content":{"rendered":"\n<p>Producing original video content is hard work that can require a large investment of time and money \u2026 and failure <i>usually<\/i> isn\u2019t an option. However, knowing how to use the correct planning documents is the secret to any production\u2019s success. Using the right apps and tools to create these documents will greatly simplify your video production process, and can be the difference between a successful project, and one that bogs down, finishes late, goes over budget, or fails outright. The hardest shoots can become much easier with proper planning, and we\u2019re here to help.<\/p>\n\n\n\n<p>First, we\u2019ll introduce you to the 10 essential planning documents that cover every stage of video content production, from brainstorming, through wrap. Next, we\u2019ll look at each phase of production, and cover some of the most useful apps for creating and organizing the planning documents you\u2019ll need.&nbsp;<\/p>\n\n\n\n<h2>The 10 Essential Content Planning Documents<\/h2>\n\n\n\n<ol><li><strong>Creative Brief<\/strong>: a marketing document that outlines the strategy of a creative project. It may include a description of the audience, deliverables, and publication channels.<ul><li><a href=\"https:\/\/www.optimizely.com\/insights\/blog\/how-to-write-a-creative-brief-with-examples\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creative brief how-to guide and examples<\/a><\/li><\/ul><\/li><li><strong>Treatment<\/strong>: a pitch deck that summarizes the message and tone of a project.<ul><li><a href=\"https:\/\/www.studiobinder.com\/blog\/what-is-a-film-treatment-definition\/\" target=\"_blank\" rel=\"noreferrer noopener\">Film treatment examples<\/a><\/li><li><a href=\"https:\/\/themoonunit.com\/creative-treatment-examples\/\" target=\"_blank\" rel=\"noreferrer noopener\">Commercial treatment examples<\/a><\/li><\/ul><\/li><li><strong>Mood Board<\/strong>: a collage of images and text that conveys the general look and feel of a project, sometimes integrated into the treatment.<ul><li><a href=\"https:\/\/99designs.com\/blog\/tips\/how-to-create-a-mood-board\/\" target=\"_blank\" rel=\"noreferrer noopener\">Mood board how-to guide and examples<\/a><\/li><\/ul><\/li><li><strong>Script<\/strong>: a written description of all the words and actions that will take place in a video or animation project.<ul><li><a href=\"https:\/\/www.scriptreaderpro.com\/screenplay-example\/\" target=\"_blank\" rel=\"noreferrer noopener\">Script examples<\/a><\/li><\/ul><\/li><li><strong>Shot List<\/strong>: a breakdown of the video or animation script into a list of shots. For photography, this is a list of images in the project. It also includes information about what is required for each shot.<ul><li><a href=\"https:\/\/www.studiobinder.com\/blog\/what-is-a-shot-list-example\/\" target=\"_blank\" rel=\"noreferrer noopener\">More information and examples of shot lists<\/a><\/li><\/ul><\/li><li><strong>Storyboard<\/strong>: a visual sketch of each shot in each scene of the script.<ul><li><a href=\"https:\/\/boords.com\/storyboard-examples\" target=\"_blank\" rel=\"noreferrer noopener\">Storyboard examples<\/a><\/li><\/ul><\/li><li><strong>Stripboard Shooting Schedule<\/strong>: a master top-down schedule of your shoot, where each strip (or row) represents a scene or a shot.\u00a0<ul><li><a href=\"https:\/\/www.setheroapp.com\/blog\/film-shooting-schedule-stripboard-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">Stripboard shooting schedule examples and templates<\/a>\u00a0<\/li><\/ul><\/li><li><strong>Day out of Days Report (DOOD)<\/strong>: most often used on longer shoots and bigger productions, this is a grid that marks the beginning, middle, and end of each actor or model\u2019s time on set.<ul><li><a href=\"https:\/\/www.setheroapp.com\/template\/professional-day-out-of-days-dood-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">Day out of days report template<\/a><\/li><\/ul><\/li><li><strong>Call Sheet<\/strong>: a one- or two-page document that includes the most important information for the shoot day, such as shot schedule, location, crew list, contact information, and even the weather forecast.\u00a0<ul><li><a href=\"https:\/\/www.backstage.com\/magazine\/article\/whats-a-call-sheet-how-to-make-one-70477\/\" target=\"_blank\" rel=\"noreferrer noopener\">More call sheet information and templates<\/a><\/li><\/ul><\/li><li><strong>Production Report<\/strong>: a daily summary briefing of each completed shoot day, including payroll obligations, shots covered, any delays or overages, talent and location releases, and more.<ul><li><a href=\"https:\/\/www.studiobinder.com\/blog\/downloads\/free-daily-production-report-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">Production report template<\/a>\u00a0<\/li><\/ul><\/li><li><\/li><\/ol>\n\n\n\n<h2>Phase 1: Creative Brief, Treatment, and Mood Board&nbsp;<\/h2>\n\n\n\n<p>Let\u2019s begin at the first step for creative teams: the concept. The <strong>creative brief <\/strong>will provide the creative team with its project goals. Once that document is in hand, it\u2019s time to collect your team\u2019s scattered ideas into a clear, creative concept. This process typically begins with <strong>a treatment<\/strong>. For some film projects, a treatment can be a text-only document that you can create in any text editor or script software (listed below). However, for commercial video projects, photography projects, or social projects that may include a mix of motion and still images, the treatment can become a complicated, visually-rich pitch deck that includes a <strong>mood board<\/strong>.&nbsp;<\/p>\n\n\n\n<p>These tools can help simplify the task of making a compelling visual treatment:<\/p>\n\n\n\n<ul><li><a href=\"https:\/\/www.canva.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Canva<\/a> (web app) is a powerful tool that makes it easy for non-designers to create clean, eye-catching presentations.<\/li><li><a href=\"https:\/\/www.visme.co\/\" target=\"_blank\" rel=\"noreferrer noopener\">Visme<\/a> (web app), much like Canva, makes the process of creating designs and layouts a painless, turnkey process.&nbsp;<\/li><li><a href=\"https:\/\/milanote.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Milanote<\/a> (web app) is a tool to organize your creative products into a visual board.<\/li><li><a href=\"https:\/\/shotdeck.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Shotdeck<\/a> (web app) gives you access to thousands of film clips for decks for pitches, treatments, etc. to help you fill your document with existing visual content that fits your project\u2019s mood.&nbsp;<\/li><li><a href=\"https:\/\/www.pinterest.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pinterest<\/a> (web app) is not just for accent walls and sconces; it will help collect all your reference and inspiration imagery in one place when planning your mood board and treatment presentation.&nbsp;<\/li><\/ul>\n\n\n\n<h2>Phase 2: Script and Shot List<\/h2>\n\n\n\n<p>Once the treatment is approved, you\u2019ll move on to <strong>the script<\/strong>. And from your script, you\u2019ll make your <strong>shot list<\/strong>. For commercial projects with little or no narration or dialogue, a Google doc might seem like the easiest choice for writing out script ideas. It\u2019s free, there\u2019s no learning curve, and it\u2019s an easy collaboration tool. But proper script formatting can be very important, and the proper formatting in script software will make it much easier to convert your script into your shot list, and then turn your shot list into the next planning documents your shoot will require.&nbsp;<\/p>\n\n\n\n<p>Some script software will organize your entire project by using your script to break scenes down into a shot list, inform your storyboard, populate your shooting schedule, establish your budget, and plug your project info into a call sheet to keep your shoot days organized.&nbsp;<\/p>\n\n\n\n<h3>All-in-One Scripting and Project Management<\/h3>\n\n\n\n<ul><li><a href=\"https:\/\/www.studiobinder.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">StudioBinder<\/a> (web app) is the leading film production management software that also includes a scripting component. Overall, StudioBinder has tools for everything from scripting, storyboarding, budgeting, shot listing, scheduling, and creating call sheets. However, the subscription can get pricey if you want to collaborate.&nbsp;<\/li><li><a href=\"https:\/\/www.celtx.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Celtx<\/a> (web app, Mac, Windows, iOS, and Android) is a subscription-based platform that started as script software, and now includes a lot of project management tools and mobile apps.&nbsp;&nbsp;<\/li><\/ul>\n\n\n\n<h3>Standalone Scripting<\/h3>\n\n\n\n<ul><li><a href=\"https:\/\/www.finaldraft.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Final Draft<\/a> (Mac, Windows, and iOS) is the de facto standard of the film and television community. It\u2019s pricier than most, and probably best for creatives that need to collaborate at the higher end of the film and TV industry.&nbsp;<\/li><li><a href=\"https:\/\/www.writerduet.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">WriterDuet<\/a> (web app) is a free script application that makes collaboration easy.<\/li><li><a href=\"https:\/\/www.arcstudiopro.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Arc Studio<\/a> (web app, Mac, Windows, and iOS) offers a free browser-based option, or more feature-rich premium desktop and mobile versions.&nbsp;<\/li><li><a href=\"https:\/\/www.trelby.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">Trelby<\/a> (Windows) is a free, lightweight scripting option.&nbsp;<\/li><\/ul>\n\n\n\n<h2>Phase 3: Storyboard<\/h2>\n\n\n\n<p>Once you have a script, it\u2019s time to storyboard. Let\u2019s be honest; very few content creators also happen to be gifted illustrators. For the rest of us challenged scribblers, <strong>storyboards<\/strong> can be daunting! Using stock photography, clipart, location scouting shots, and other off-the-shelf visuals to represent each shot can save you from having to \u2026 you know \u2026 actually <i>draw<\/i>.<\/p>\n\n\n\n<p>Here are some great tools to help make storyboarding more manageable:&nbsp;<\/p>\n\n\n\n<h3>Storyboard Illustration<\/h3>\n\n\n\n<ul><li><a href=\"https:\/\/procreate.art\/\" target=\"_blank\" rel=\"noreferrer noopener\">Procreate<\/a> (iOS) is a feature-rich industry standard for professional tablet illustration.&nbsp;<\/li><li><a href=\"https:\/\/www.adobe.com\/products\/photoshop\" target=\"_blank\" rel=\"noreferrer noopener\">Photoshop<\/a> (Mac, Windows, and iOS) is the industry standard for professional desktop illustration. It can be overwhelming for non-illustrators and may require extra tools like a Wacom tablet for illustration.&nbsp;<\/li><li><a href=\"https:\/\/apps.apple.com\/us\/app\/paper-sketch-draw-create\/id506003812\" target=\"_blank\" rel=\"noreferrer noopener\">Paper<\/a> (iOS) is free, and lighter on features. However, anyone outside of professional artists and experienced illustrators won\u2019t miss the extra functionality.<\/li><\/ul>\n\n\n\n<h3>Storyboard Layouts<\/h3>\n\n\n\n<ul><li><a href=\"https:\/\/wonderunit.com\/storyboarder\/\" target=\"_blank\" rel=\"noreferrer noopener\">Storyboarder<\/a> (Mac and Windows) is a free app with stellar reviews and robust features that integrates with Photoshop for image creation, as well as Premiere, Final Cut, and Avid for creating <a href=\"https:\/\/www.studiobinder.com\/blog\/what-is-an-animatic-definition\/\" target=\"_blank\" rel=\"noreferrer noopener\">animatics<\/a> from your boards.&nbsp;&nbsp;<\/li><li><a href=\"https:\/\/www.studiobinder.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Studiobinder<\/a> and <a href=\"https:\/\/www.celtx.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Celtx<\/a> are also fantastic storyboarding and shot listing tools. (Just a reminder.)<\/li><\/ul>\n\n\n\n<ul><li><a href=\"https:\/\/boords.com\/storyboard-creator\" target=\"_blank\" rel=\"noreferrer noopener\">Boords<\/a> (web app) is another good option, with collaboration tools and an animatic feature.&nbsp;<\/li><li><a href=\"https:\/\/theplot.io\" target=\"_blank\" rel=\"noreferrer noopener\">Plot<\/a> (web app) is a simple subscription-based storyboarding app with fewer features and a lower price point.<\/li><\/ul>\n\n\n\n<br><div style=\"background-color: rgba(232, 240, 211, 0.8); padding: 20px; border-radius: 8px; text-align: center; width: 100%; max-width: 600px; box-sizing: border-box; margin: auto; border: 2px solid #c5d57e;\">\n\n  <h3 style=\"margin-bottom: 1rem;\">How Experts Turn Video Views Into Profit<\/h3>\n\n  <a href=\"https:\/\/businessvideoplaybook.vids.io\" target=\"_blank\" rel=\"noopener\">\n\n    <img src=\"https:\/\/mcusercontent.com\/381115c9b3d020de97ac69209\/images\/b6dda757-460d-2212-d502-8daaffa929d7.jpg\" alt=\"The Business Video Playbook by SproutVideo\" style=\"width: 100%; height: auto; border-radius: 6px; display: block;\">\n  <\/a>\n\n  <p style=\"font-size: 1.6rem; margin: 1rem 0; line-height: 1.4;\">Tired of videos that feel like a rigged carnival game? Discover expert strategies for turning video into a growth engine across any industry.\n<\/p>\n  \n  <p style=\"margin: 0;\"><a href=\"https:\/\/businessvideoplaybook.vids.io\" target=\"_blank\" style=\"color: inherit; text-decoration: none; font-weight: bold;\" onmouseover=\"this.style.color='#145b4b';\" onmouseout=\"this.style.color='inherit';\" rel=\"noopener\">Get Real Video Results\u2014Just Press Play<\/a><\/p>\n\n<\/div><br>\n\n\n\n<h2>Phase 4: Shooting Schedules, DOODs, Call Sheets, and Production Reports<\/h2>\n\n\n\n<p>The creative is signed off and your project is greenlit. Now, it\u2019s time for the final step: planning and logistics. If your script and storyboard are the heart of your shoot, these documents are its brain. First, you\u2019ll order your shot list into a <strong>shooting schedule<\/strong> and , if your shoot is big enough to require one, a DOOD (<strong>day out of days<\/strong>). Next, you\u2019ll create a <strong>call sheet<\/strong> for each shoot day that covers the shots on the shooting schedule for that day, as well as the rest of the information your cast and crew will need. Finally, when your shoot day is wrapped, you\u2019ll make a <strong>production report<\/strong> that summarizes all the important shoot information for your records. It\u2019s worth investing time and effort into these documents because the success of your shoot ultimately relies on them.&nbsp;<\/p>\n\n\n\n<p>Here are the best apps to make this process easy:&nbsp;<\/p>\n\n\n\n<ul><li><a href=\"https:\/\/www.setheroapp.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Set Hero<\/a> (web app and iOS) is a call sheet and crew contact management software with subscription or per-project pricing.<\/li><li><a href=\"https:\/\/www.studiobinder.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Studiobinder<\/a> (web app) lets you send call sheets directly to mobile apps so your crew has up-to-date information on locations, schedules, and shots.\u00a0<\/li><li><a href=\"https:\/\/yamdu.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Yamdu<\/a> (web app) offers call sheet generation, contact management, scheduling, and more. Subscription pricing of this app is higher than others.\u00a0<\/li><li><a href=\"https:\/\/www.celtx.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Celtx<\/a> (web app, Mac, Windows, iOS, and Android) has less functionality than the apps above, but might be worth using if budget is a consideration and you\u2019re already using Celtx for other elements of your project.\u00a0\u00a0<\/li><\/ul>\n\n\n\n<p><em><strong>Ready To Edit?<\/strong> <a href=\"https:\/\/sproutvideo.com\/blog\/davinci-resolve-for-beginners-video-editing-tutorial.html\" target=\"_blank\" rel=\"noreferrer noopener\">DaVinci Resolve for Beginners: Simple Video Editing Tutorial<\/a><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p>Find the tools and apps that are right for you, and start working on these documents early. The more time you invest into these planning documents before you begin shooting, the easier your shoot day(s) are likely to be.&nbsp;<\/p>\n\n\n\n<div class=\"content-cta-with-button\">\n  <strong>Time to Put These Tools to Use<\/strong>\n  <p class=\"file-description\">Check out our other <a href=\"https:\/\/sproutvideo.com\/blog\/category\/video-production\" title=\"SproutVideo Blog: Video Production Articles\">articles about Video Production<\/a>, and sign up for our blog updates below so you never miss another guide or helpful article. And if you\u2019re looking for a place to host your new video content, you can <a rel=\"noopener\" aria-label=\"(opens in a new tab)\" href=\"https:\/\/sproutvideo.com\/signup?utm_source=blog&amp;utm_medium=blog+post&amp;utm_content=CTA+callout\" target=\"_blank\" title=\"Get started with a 30 day free trial on SproutVideo!\">try SproutVideo free for 30 days<\/a>!<\/p>\n  <a rel=\"noopener\" class=\"btn btn-primary\" aria-label=\"(opens in a new tab)\" href=\"https:\/\/sproutvideo.com\/signup?utm_source=blog&amp;utm_medium=blog+post&amp;utm_content=CTA+callout\" target=\"_blank\" title=\"Get started with a 30 day free trial on SproutVideo!\">Start Your Free Trial <i class=\"fa fa-chevron-right\"><\/i><\/a>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p><span class=\"rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\"><\/span> <span class=\"rt-time\">6<\/span> <span class=\"rt-label rt-postfix\">MIN TO READ<\/span><\/span> Producing original video content is hard work that can require a large investment of time and money \u2026 and failure usually isn\u2019t an option. However, knowing how to use the correct planning documents is the secret to any production\u2019s success. Using the right apps and tools to create these documents will greatly simplify your video production process, and can be&#8230;<\/p>\n","protected":false},"author":31,"featured_media":8647,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_eb_attr":""},"categories":[41],"tags":[39,290],"feature":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Essential Planning Documents for Video Production | SproutVideo<\/title>\n<meta name=\"description\" content=\"Producing original video content is hard work that can require a large investment of time and money \u2026 and failure usually isn\u2019t an option. 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